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Ökoworld AG (VVV3.DE)

EUR26.80 -0.10 (-0.37%)
DE XETRA Financial Services Insurance - Brokers
Address Itterpark 1 40724
Hilden, DE
CEO Oliver Pfeil
IPO 2004-02-13
ISIN DE0005408686

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Description

ÖKOWORLD AG, operating alongside its group companies, offers a range of financial services across Germany. These services are geared towards helping clients build wealth, secure their retirement, and make various investments. Its offerings encompass pension insurance plans, diverse investment funds, and expert asset management. The firm serves a wide array of customers, including individual investors, banking institutions, large-scale institutional investors, and other financial intermediaries. Established in 1975, the company was previously known as versiko AG until it adopted the name ÖKOWORLD AG in December 2013. Its main office is situated in Hilden, Germany.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
EUR26.80 -0.10 (-0.37%)
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Volume Profile
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Liquidity & share structure
Average Volume
4.4K
Beta
0.95
Float Shares
6.12M
Free Float %
93.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.30% +0.00% +12.68% +14.76% +21.01% +15.61% -1.27% -23.77% -47.99% +175.22% +82.94%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
26.80
DCF (Unlevered) 50.65 +89.0%
DCF (Levered) 47.04 +75.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
11.96
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Brokers: +8.0%
    -1.9% Q2'25: -19.8% (vs Q2'23)
  • EPS growth Insurance - Brokers: +30.1%
    +24.6% Q2'25: -17.2% (vs Q2'23)
  • FCF margin FCF growth · Insurance - Brokers: +26.6%
    +36.1% Q2'25: +74.2% (vs Q2'23)
  • EBIT margin Insurance - Brokers: +19.1%
    +49.9% Q2'25: +46.6% (vs Q2'23)
  • ROIC Insurance - Brokers: +6.4%
    +865.8% Q2'25: +7,864.8% (vs Q2'23)
  • Share dilution Insurance - Brokers: -0.6%
    -0.1% Q2'25: -5.8% (vs Q2'23)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Brokers: -0.02×
    0.00× Q2'25: 0.00× (vs Q2'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.14) × ERP
WACC = 0% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 26.80
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
11.52M
est: 14.72M (-21.7%)
8.17M
est: 15.14M (-46.0%)
8.11M
est: 12.32M (-34.1%)
9.23M
est: 13.18M (-30.0%)
12.69M
est: 16.97M (-25.2%)
9.22M
est: 16.97M (-45.6%)
15.84M
est: 17.85M (-11.2%)
15.32M
est: 18.78M (-18.4%)
20.39M
est: 19.79M (+3.0%)
78.66M
est: 15.80M (+397.9%)
122.34M
est: 16.37M (+647.3%)
71.47M
est: 79.52M (-10.1%)
63.58M
est: 67.90M (-6.4%)
62.37M
est: 62.00M (+0.6%)
51.67M
est.
48.57M
48.57M – 48.57M
-6.0% YoY
49.54M
49.54M – 49.54M
+2.0% YoY
51.52M
51.52M – 51.52M
+4.0% YoY
EBITDA
2.93M
est: 7.21M (-59.4%)
2.45M
est: 7.27M (-66.3%)
2.67M
est: 5.91M (-54.8%)
2.56M
est: 6.32M (-59.5%)
4.79M
est: 2.94M (+62.8%)
1.74M
est: 8.31M (-79.1%)
8.43M
est: 8.74M (-3.5%)
5.48M
est: 9.19M (-40.4%)
8.14M
est: 5.22M (+55.9%)
53.16M
est: 7.74M (+587.1%)
37.22M
est: 8.02M (+364.3%)
34.13M
est: 38.94M (-12.3%)
30.89M
est: 33.25M (-7.1%)
31.49M
est: 30.36M (+3.7%)
25.30M
est.
23.78M
23.78M – 23.78M
-6.0% YoY
24.26M
24.26M – 24.26M
+2.0% YoY
25.23M
25.23M – 25.23M
+4.0% YoY
EBIT
3.08M
est: 7.15M (-56.9%)
1.74M
est: 7.20M (-75.8%)
2.30M
est: 5.86M (-60.8%)
2.51M
est: 6.27M (-60.0%)
4.78M
est: 8.24M (-42.0%)
5.29M
est: 8.24M (-35.7%)
9.94M
est: 8.67M (+14.8%)
5.27M
est: 9.12M (-42.2%)
13.67M
est: 5.22M (+161.6%)
53.05M
est: 7.67M (+591.5%)
36.89M
est: 7.95M (+364.2%)
33.84M
est: 38.61M (-12.3%)
30.53M
est: 32.97M (-7.4%)
31.09M
est: 30.10M (+3.3%)
25.09M
est.
23.58M
23.58M – 23.58M
-6.0% YoY
24.05M
24.05M – 24.05M
+2.0% YoY
25.01M
25.01M – 25.01M
+4.0% YoY
Net Income
2.83M
est: 1.42M (+99.5%)
1.55M
est: 2.26M (-31.6%)
2.10M
est: 1.70M (+23.5%)
2.31M
est: 1.91M (+21.1%)
3.42M
est: 2.94M (+16.2%)
4.62M
est: 3.72M (+24.3%)
7.55M
est: 3.96M (+90.7%)
3.40M
est: 4.57M (-25.7%)
10.90M
est: 3.51M (+210.5%)
24.11M
est: 3.63M (+564.1%)
37.99M
est: 13.93M (+172.6%)
24.15M
est: 30.51M (-20.8%)
21.57M
est: 24.94M (-13.5%)
26.81M
est: 26.61M (+0.7%)
18.39M
est.
15.68M
15.68M – 15.68M
-14.8% YoY
16.09M
16.09M – 16.09M
+2.7% YoY
17.84M
17.84M – 17.84M
+10.8% YoY
SGA
808.6K
est: 108.3K (+646.3%)
est: 109.2K (-100.0%)
est: 88.9K (-100.0%)
est: 95.1K (-100.0%)
est: 3.22M (-100.0%)
200.0K
est: 124.9K (+60.1%)
200.0K
est: 131.4K (+52.2%)
200.0K
est: 138.2K (+44.7%)
900.0K
est: 3.14M (-71.3%)
200.0K
est: 116.3K (+71.9%)
600.0K
est: 120.5K (+397.9%)
300.0K
est: 585.4K (-48.8%)
1.60M
est: 499.9K (+220.1%)
est: 456.4K (-100.0%)
380.4K
est.
357.5K
357.5K – 357.5K
-6.0% YoY
364.7K
364.7K – 364.7K
+2.0% YoY
379.3K
379.3K – 379.3K
+4.0% YoY
EPS
0.36
est: 0.20 (+76.5%)
0.19
est: 0.33 (-41.8%)
0.27
est: 0.24 (+10.3%)
0.30
est: 0.28 (+8.9%)
0.44
est: 0.53 (-17.5%)
0.60
est: 0.53 (+12.5%)
1.02
est: 0.57 (+79.5%)
0.48
est: 0.66 (-26.8%)
1.54
est: 0.74 (+107.0%)
5.29
est: 1.90 (+178.4%)
8.14
est: 2.00 (+307.0%)
3.46
est: 4.38 (-21.0%)
3.09
est: 3.58 (-13.7%)
3.85
est: 3.82 (+0.8%)
2.64
est.
2.25
2.25 – 2.25
-14.8% YoY
2.31
2.31 – 2.31
+2.7% YoY
2.56
2.56 – 2.56
+10.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-28 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-27 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-26 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-25 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-22 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-21 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-20 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-19 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-18 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-15 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-14 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-13 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-12 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-11 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-08 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-07 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-06 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-05 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-05-04 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-30 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-29 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-28 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-27 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-24 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-23 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-22 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-21 A- 4/5 5/5 4/5 5/5 1/5 3/5 2/5
2026-04-20 A- 4/5 5/5 4/5 5/5 1/5 3/5 2/5
2026-04-17 A- 4/5 5/5 4/5 5/5 1/5 3/5 2/5
2026-04-16 A- 4/5 5/5 4/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
18.27M
OE per share TTM
2.62
Owner's Yield
8.95%
Maintenance CapEx ratio
1.02%
Maint CapEx / Avg PPE
1.5%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
Shares Outstanding
6.55M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Andrea Machost Member of the Board of Management female
Katrin Hammerich Member of Management Board female
Oliver Pfeil CEO & Chairman of the Management Board
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits